Navigation:

• Switch Access
• Viewing Notifications

Set-Up:

• How to Add and Remove Users
• How to Reset a User's Password
• How to Create and Manage Custom Fields
• Managing Workflows and Notifications 

Organizations:

• How to Define Partners
• How to Define Funders

People:

• Managing People
  • Addresses
  • McKinney-Vento
  • School Information
  • Managing Relationships
  • Registration Information
  • Referrals
  • Requests
  • Participation
  • Managing Services
  • Notes
  • Communication Log
  • Goals
  • Documents
  • Teachers
• Managing Requests

Activities & Services

• Creating Scheduled Activities
• Creating Unscheduled Activities
• Creating Services 

Tracking Group Participation

Reports:

• Add to Favorites
• Reports Navigation

Updated August 11, 2025 17:26